AssetLock™

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407 East Maple Street, Suite 201 | Cumming, GA 30040
35 North Main Street | Jasper, GA 30143

Office: 770.205.6890 | Fax: 770.205.4398

The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company.

Insurance products, including annuities, offered through Dwight David Bales Sr. License in GA #: 119586.